Thank-you....this is clear.One remaining question I have regarding this topic....in 2027 I expect to receive a 1099-R for 2026 from Fidelity, to show the excess...
Thank-you for this response.....very helpful.TT did flag the excess and prompted me to return the excess contribution before filing date, which I have requested...
Hi Mary K4....Does TT do the MAGI calculation and flag / advise if the Roth IRA contribution is in excess of IRS limits? If yes, does it calculate the actual am...
Hello,I made a Roth contribution in 2025 at Fidelity, which is in excess of limits due to my MAGI being too high.I plan to withdraw the excess plus earnings, pr...
